Accounting
Estate trust tax filings
When an estate is under administration, trust tax returns may be required. We help trustees and executors meet ongoing filing obligations during the estate process.
A Bluestar Concierge will guide you to the right next step.
What’s included
Estate filing requirements review
We review the estate’s situation and confirm what trust tax filings may be required for the year. You get a clear outline of what needs to be filed and why.
T3 preparation from estate records
We prepare the T3 return based on available estate records, including bank and investment activity. If anything is missing, we identify it early and keep requests practical.
Beneficiary reporting support
Where amounts are allocated or distributed, we help reflect this clearly in the filing. This supports cleaner beneficiary reporting and fewer downstream questions.
Coordination during administration
Estate administration often involves multiple parties and timelines. We help keep tax filing steps organized so obligations are met consistently while the estate is being settled.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us